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# How to set up a CRM with access permissions per rep, integrated with your ERP
- URL: https://blog.jestor.com/setup-crm-permissions-per-rep/
- Published: 2026-07-10T14:57:36.000Z
- Updated: 2026-07-10T14:57:36.000Z
- Author: Bruno Bannach

In a CRM shared across the whole sales team, each rep should normally only see their own opportunities, not the entire company's pipeline, which requires configuring access permissions per record.

## What's the common mistake when building an internal CRM?

It's opening up the entire opportunities table to everyone, thinking "screen-level permission" already solves it. But without a per-record rule, any rep ends up seeing their colleagues' pipeline.

## How to configure per-rep permission in Jestor's CRM?

- Every opportunity has a responsible-rep field, and the permission rule is set so each user only sees the records where they're the owner.
- Managers and leadership can have a different permission, with access to the whole team's pipeline.
- This same per-record permission logic applies to other connected tables, like proposals and contracts.
- ERP integration comes in after closing: the customer already has **Omie** or **Conta Azul** for the fiscal and accounting side, and Jestor connects the CRM to that existing ERP.

| Profile              | What they see                |
| -------------------- | ---------------------------- |
| Individual rep       | Only their own opportunities |
| Manager / leadership | The whole team's pipeline    |

To configure per-rep CRM permissions:

1. Create the responsible-rep field on the opportunities table.
2. Configure the per-record permission rule based on that field.
3. Set a full-access exception for management profiles.

## Why choose Jestor to keep healthy sales competition?

Having per-record permission, not just per-screen, keeps sensitive pipeline information from circulating among reps who shouldn't have access to it.

## Frequently asked questions

### Can one rep see a colleague's pipeline?

No, when per-record permission is configured correctly.

### Do managers have different access than reps?

Yes, you can configure a full-access exception for leadership profiles.

### Does this permission only apply to the opportunities table?

No, it can be applied to other connected tables, like proposals and contracts.

### Does Jestor replace the ERP in this integration?

No, Jestor connects the CRM to the customer's existing ERP; the fiscal and accounting side stays in the ERP.

## Reference video

Check out the [Jestor YouTube channel](https://www.youtube.com/@jestorbr?ref=blog.jestor.com) for more content like this.

## Discover Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.